JPMorgan Chase & Co. shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 27k | 315.43 |
| 2025-06-30 | $7.5M | 26k | 289.91 |
| 2025-03-31 | $4.9M | 20k | 245.30 |
| 2024-12-31 | $1.2M | 4.9k | 239.72 |
| 2024-09-30 | $1.1M | 5.0k | 210.86 |
| 2024-06-30 | $1.1M | 5.6k | 202.24 |
| 2024-03-31 | $1.1M | 5.6k | 200.27 |
| 2023-12-31 | $934k | 5.5k | 170.11 |
| 2023-09-30 | $823k | 5.7k | 145.00 |
| 2023-06-30 | $847k | 5.8k | 145.46 |
| 2023-03-31 | $748k | 5.7k | 130.33 |
| 2022-12-31 | $721k | 5.4k | 134.11 |
| 2022-09-30 | $540k | 5.2k | 104.47 |
| 2022-06-30 | $584k | 5.1k | 113.80 |
| 2022-03-31 | $703k | 5.2k | 136.36 |
| 2021-12-31 | $605k | 3.8k | 158.42 |